BC

Brookmont Capital Management

13F
Brookmont Capital Management
Last update 2024-10-16 56 Stocks (3 new)
Value $194.00 Mil Turnover 1 %
Countries:
Top Holdings: HD(34.09%)AJG(3.01%)JPM(2.63%)MSFT(2.55%)WFC(2.52%)
Portfolio Report
Summary Stock Picks Current Portfolio
Brookmont Capital Management Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HD 		The Home Depot Inc
163,623
66299.950
-0.57%
34.090
-0.18%
0.020
+17.23%
+19.37%
403177.782
Retail - Cyclical
AJG 		Arthur J. Gallagher & Co
20,828
5860.480
-6.70%
3.010
-0.21%
0.010
+4.43%
+31.98%
64686.097
Insurance
JPM 		JPMorgan Chase & Co
24,251
5113.490
-13.65%
2.630
-0.42%
0.000
+16.84%
+42.64%
667179.373
Banks
MSFT 		Microsoft Corp
11,523
4958.430
-2.36%
2.550
-0.07%
0.000
+5.12%
+12.98%
3141534.523
Software
WFC 		Wells Fargo & Co
86,684
4896.780
-3.53%
2.520
-0.10%
0.000
+34.54%
+46.06%
233197.526
Banks
ABT 		Abbott Laboratories
42,629
4860.190
-3.42%
2.500
-0.09%
0.000
+6.72%
+8.04%
202220.218
Medical Devices & Instruments
MCD 		McDonald's Corp
15,607
4752.430
-2.50%
2.440
-0.06%
0.000
+10.89%
+2.66%
214247.788
Restaurants
NVO 		Novo Nordisk AS
39,413
4692.920
+2.21%
2.410
+0.05%
0.000
-16.05%
+4.77%
477016.416
Drug Manufacturers
LHX 		L3Harris Technologies Inc
19,716
4689.930
+14.43%
2.410
+0.30%
0.010
+13.57%
+25.67%
49427.576
Aerospace & Defense
PG 		Procter & Gamble Co
26,035
4509.270
-2.63%
2.320
-0.06%
0.000
-1.27%
+17.29%
394964.048
Consumer Packaged Goods

Brookmont Capital Management's Historical Top Holdings Breakdowns

Brookmont Capital Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPM 		JPMorgan Chase & Co2024-09-30Reduce
-0.42%
●
194.9 ($210.63) 224.8
$236.98
12.51%
Reduce -13.65%
24,251
-3,834
LHX 		L3Harris Technologies Inc2024-09-30Add
+0.30%
●
221.96 ($230.87) 243.27
$260.60
12.88%
Add 14.43%
19,716
2,487
AJG 		Arthur J. Gallagher & Co2024-09-30Reduce
-0.21%
●
259.22 ($282.02) 299.55
$294.77
4.52%
Reduce -6.7%
20,828
-1,495
HD 		The Home Depot Inc2024-09-30Reduce
-0.18%
●
333.64 ($364.74) 405.2
$405.90
11.28%
Reduce -0.57%
163,623
-931
GE 		GE Aerospace2024-09-30Sold Out
-0.13%
●
156.66 ($169.43) 189.66
$184.81
9.08%
Sold Out
0
-1,550
AAPL 		Apple Inc2024-09-30New Buy
+0.11%
●
207.23 ($223.32) 234.82
$226.96
1.63%
New holding
930
930
VHT 		Vanguard Health Care ETF2024-09-30New Buy
+0.11%
●
261.88 ($277.77) 288.1
$277.47
-0.11%
New holding
750
750
LOW 		Lowe's Companies Inc2024-09-30New Buy
+0.10%
●
213.3 ($242.19) 270.85
$271.10
11.94%
New holding
750
750
WFC 		Wells Fargo & Co2024-09-30Reduce
-0.10%
●
51.57 ($56.56) 60.97
$70.04
23.83%
Reduce -3.53%
86,684
-3,168
ABT 		Abbott Laboratories2024-09-30Reduce
-0.09%
●
100.07 ($109.68) 118.13
$116.59
6.30%
Reduce -3.42%
42,629
-1,508

Brookmont Capital Management Total Holding History ($B)

To

Brookmont Capital Management's Asset Allocation

To

Brookmont Capital Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Brookmont Capital Management's Hypothetical Growth since 2024-09-30

Brookmont Capital Management's Yearly Returns

Year Portfolio % % Excess Gain %

Brookmont Capital Management's Holdings Heat Map

Size field:

Brookmont Capital Management's Holdings Bubble Chart

Brookmont Capital Management News

  • 1

Discussions on Brookmont Capital Management

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.